EL
Elizabeth Lannon Clark
CRD 4993390
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Financial, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heritage Financial, Llc
Principal, Chief Compliance Officer, Chief Operations Officer, Member · 25% – 50% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗